How I can help you

As an Accountant with Big 4 experience and now as a sole proprietor, I have worked with numerous businesses at all stages and can help with accounting, budgeting, and tax related matters.

Having worked with small business startups as well as established businesses I can provide support  with accounting issues, budgeting, estate planning and taxation.  I specialize in the taxation of Individuals, Trusts and Estates.  As a Director of a Community Bank I have insight into financing and wealth management issues affecting individuals and small businesses. 

I look forward to hearing your story and learning how I can help you succeed.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing
  • Professional & Business Services

Education

Bachelor of Science, Thomas College


photo of Wendy Bean

Communication Methods

  • In Person
  • Phone
  • Video